Lead Capture

Lead Capture turns chat visitors into sales leads. When a visitor asks for a quote, a booking or to be contacted, the AI offers a short contact form in the chat. Your team gets every lead by email and in the Leads page.

Turn it on

1. In the dashboard, open Plugin Directory and enable Lead Capture.
2. Open Leads and select Form settings.

Set up the form

Setting	What it does
Let the AI offer the form	The AI shows the form once in a conversation when a visitor asks for a quote, a booking or to be contacted. Turn it off if only your team should send it.
Form fields	Choose which fields to show, their labels and types (text, long text, phone, email), and which are required. Email or phone must be on so your team can reply.
Message above the form, Button text, Thank-you message	Write these in your own language. Pingu translates them into the visitor's language.
Ask for consent	Adds a checkbox the visitor must tick before sending, for example for GDPR.
Send new leads to	Email addresses for new leads, separated by commas. Leave empty to email your company administrators.

Select Save when you're done.

Use different settings per widget

If your company has more than one widget, for example one per website, each widget can have its own form.

1. In Form settings, choose a widget under Settings for.
2. Turn on Use different settings for this widget and change the fields, texts and emails.
3. Select Save.

Widgets without their own settings use All widgets (default). Turn the switch off and save to send a widget back to the default.

Work with your leads

The Leads page lists every visitor who left their details, with their message, when it arrived and the page they were on.

• Search by name, email or phone, and filter by status.
• Filter by widget when you have more than one. The numbers at the top follow the filter.
• Set each lead's status: New, Contacted, Customer or Not interested.
• Select Open conversation to read the full chat.
• Select Export CSV to move leads into your CRM.

Deleting a lead removes the contact details for good. The conversation itself stays.

Common issues

No leads are coming in. Check that Let the AI offer the form is on, and that the AI Assistant is enabled for your widget.

Lead emails aren't arriving. Check the addresses under Send new leads to, and look in your spam folder.